Jeanell Copeland, Database Administrator

CTVS

Dec 2023 – Present

Texas

Financial Coordinator

As the Financial Coordinator, I oversee the day-to-day claims processing operations and member communications, the accurate posting of patient and insurance payments, manage billing for office visits and procedures, and prepare the practice's deposits for review by the CFO. I collaborate with collection agencies to address patient accounts, establish payment plans for self-pay balances, and liaise with insurance companies to resolve issues related to explanations of benefits. My responsibilities also include processing refunds to patients and insurance companies, assisting with accounts receivable (AR) management for balances outstanding over 30 days, and conducting research to verify received payments. Additionally, I work on identifying and implementing solutions to ensure timely receipt of payments from insurance companies, assist in navigating the appeals process for denied claims, and troubleshoot account discrepancies within the system. I coordinate with the AR team by delegating accounts for follow-up and provide support for various business office operations as needed. My role is integral to maintaining financial efficiency and ensuring all aspects of payment processing and account management are executed effectively.

SUSHA

Jun 2023 – Dec 2023

Client Support Specialist

As a client support specialist, I Initiate contact with clinic, hospitals and doctor’s offices regarding their account status, submit past due notifications to clients, follow-up on missed re-payment arrangements, coordinate with local sales in collaboration in handling client accounts, track and monitor delinquent accounts to ensure account status moves current and payment application is consistent. Report and refer seriously delinquent accounts to designated administrative leadership for potential service provider agreement default and cut-off. Work other projects as assigned

HHSC

Jan 2018 – May 2019

Texas

Directorate Support Manager

As a directorate support manager for Disability Determination Services, I oversee and perform advanced professional assistance, work in planning, directing, and coordinating activities for the directorate. I oversee a variety of high-level management and administrative activities and provide technical assistance to the staff. Responsible for selection, training, management, counseling and appraisal of support staff; analyze and appraise individual and group performance, work assignments, oversight and management of quality, processing time and production. Interpret and apply Social Security Administration (SSA), State, and DDS policies and procedures. Plan, organize, direct, control, coordinate, monitor, evaluate workflow procedures required to provide support. Organize and maintain directorate budget, including direct liaison with personnel, vendors and Health & Human Services (HHS) personnel. Compiles, formats, and analyze personnel performance and operational statistics. Manage call center employees both full-time and contract workers. Enter time for employees for payroll. Manage overtime for entire agency ensuring accuracy of sign-in sheets, 501’s, and CAPPS entry. Train staff for position, prepare and initiate training protocols for staff. Implement procedures for staff to follow to ensure successful workflow. Order supplies for directorate, run leave reports and prepare available time for staff. Complete FMLA paperwork, approve and disapprove time off of staff. Hire, terminate staff employment. Schedule and conduct staff meetings and necessary training. Counsel staff for disciplinary reasons along with proper documentation.

HHSC

Mar 2016 – Jan 2018

Texas

Disability Claims Examiner

As a claims examiner for Health and Human Services Commission, I adjudicate Social Security Administration adult and childhood disability cases, research and verify DDS jurisdiction to process incoming cases; returns any cases to SSA that DDS is proscribed from processing. Solicits medical evidence of record (MER), activities of daily living (ADL) information, detailed descriptions of past relevant work (PRW), education records and teacher evaluations on child claimants, and other information required to evaluate disability and properly document the case file. Order consultative examinations to investigate undocumented claimant allegations and/or clarify medical evidence. Prepares a detailed analysis of the cumulative effect of all medically determined physical and mental impairments on the proper forms for adults and children. Assess the cumulative impact of developmental deficits to determine disability in childhood cases, develops compete claimant vocational profile for adults. Determines adult disability by assessing a claimant’s potential ability to work based on a complex analysis of vocational profiles, residual functional capacity limitations, past relevant work performance criteria as described by the claimant and by the standard occupation reference, results from research of national economy job references, create forms, letters and supporting materials required to document disability decisions, identifies and reports for investigation cases involving potential fraud, work under moderate supervision with limited latitude for the use of initiative and independent judgment. DDS performs all business functions for SSA using federal SSA network and equipment and have Homeland Security Presidential Directive security clearance

Thomas R. Mizen, MD

Jan 2012 – Jun 2014

Chicago

Practice Manager

As a practice manager for Thomas Mizen, MD, provided excellent customer service and ensured all patients were well attended, managed office operations, work-flow, office staff, included but not limited to recruitment, performance management and training/development of specialty practice, conducted monthly staff meetings, managed office procedures as related to insurance billing and solved patient inquiries regarding insurance eligibility and benefits, attended conferences/workshops for OSHA, HIPAA, and health insurance updates, maintained and operated practice management systems for patient data and billing, hired and trained new employees, terminated employees, conducted annual and probationary evaluations, prepared and implemented office policy and procedure manuals, monitored equipment for maintenance and repairs, performed chart audits to ensure all documentation was in compliance with billing procedure codes and diagnosis codes, prepared records for release, prepared itinerary for depositions and court appearances as needed, pulled practice aging reports, prepared accounts for collections and payments, communicated with managed care organizations as needed to remain in compliance for insurance rules and regulations, documented encounters with provider relations persons for MCO’s, maintained reports as a result of communicating with MCO’s. Managed and maintained a panel of clinical providers, making presentations to community and professional groups. Conducted onsite inspections to evaluate program compliance; collect and analyzed data on service gaps and needs, trends, etc. to recommend improvements.

Jeanell Copeland

Database Administrator

Skills

Languages